Latest News from Blaze Portfolio

Atom Align featured in InvestmentNews Tech News

Davis Janowski features BlazePorfolio’s hybrid order management system and rebalancing platform, Atom Align, in his weekly technology update column in InvestmentNews. The article, “Portfolio management, reporting spawning new players, products,” highlights Atom Align’s capabilities as both an order management system and a rebalancing platform. “It is designed to bridge the gap between the complex modeling capabilities of a dedicated re-balancing system and the trading features ... Keep Reading →

Bridging the Gap

OMS vs. Rebalancing  ... Keep Reading →

Apple, Steve Jobs, and BlazePortfolio

As the world mourns the loss of Steve Jobs, his influence continues to define the future of technology. I wanted to share how his aesthetic and passion influenced BlazePortfolio and the design of Atom Align, our rebalancing and order management system.Apple didn’t invent the first graphical user interface (GUI), portable MP3 player, or tablet. Instead, Apple was revolutionary by re- ... Keep Reading →

ATOM ALIGN Product Featured in T3 - Technology Tools for Today™

This month’s T3-Technology Tools for Today™ by Joel Bruckenstein features BlazePortfolio’s flagship product ATOM ALIGN.  Bruckenstein takes a close look at the rebalancing and OMS solution, describing it as, “designed to be more intuitive and user friendly than the competition, while keeping the cost of the software competitively priced.”He notes features in Atom Align that set it apart from the competition, such as order management functionality, its low price, powerful sorting ... Keep Reading →

BlazePortfolio Unveils ATOM ALIGN Cloud Service

New Cloud Service Delivers Streamlined Rebalancing and Order Management to Investment Advisors BlazePortfolio today announced the launch of ATOM ALIGN Cloud Service, a ... Keep Reading →

Luke Laidley Joins BlazePortfolio as Vice President of Business Development

Chicago, IL, April 26, 2011 – Blaze Portfolio Systems, LLC today announced that Luke Laidley has joined the firm as Vice President of Business Development.  Luke will work closely with Bryson Pouw, President of BlazePortfolio, to expand the company’s business development within investment advisory and wealth management ... Keep Reading →

CRM Integration with Advent Axys

CRM systems are great for maintaining close relationships with existing and prospective clients.  With enough planning and configuration, CRM systems can be leveraged to automate workflows, marketing campaigns and distribute data across a firm.  Because CRMs are an essential component of operations, the phasing out of a CRM is disruptive and inconvenient. ... Keep Reading →

ANNOUNCEMENT: ATOM ALIGN 1.3 PUBLIC RELEASE

BlazePortfolio today announced the public release of Atom Align 1.3™, the web-based portfolio rebalancing and trading solution for investment professionals. Atom Align 1.3 introduces several ... Keep Reading →

BlazePortfolio Exhibiting at the 2011 TD Ameritrade National Conference

Look for Bryson Pouw, President and founder of BlazePortfolio™ at the upcoming TD Ameritrade Institutional 2011 Conference taking place in San Diego, Calif., February 2-5. Bryson will be providing demos of ATOM ALIGN throughout the conference. The BlazePortfolio booth number is F61. ... Keep Reading →

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